This Chip Could Give OpenAI an Unfair Advantage.

TheAIGRID

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Do your research properly! Nvidia doesn't make chips, th...

24 Comments

@Geelungs  1 month ago

What is this? Only talking about "OpenAI might do this, might do that". Pure conjecture. Says a lot without saying anything, sadly     See Less

@HighMojo  1 month ago

OpenAI doesn't even have its own servers. It rents. Why would they want to have their own chips.
They would not just need their own chips, they would need to build their own server fa     See More ur entire premise is flawed with a hole a camel can walk straight through.    See Less

@timtim8011  1 month ago

A lot of speculation here...     See Less

@FredMBeshears  1 month ago

Question: how far away are Thermodynamic computer chips?

Gemini's Answer:

Thermodynamic computer chips are a nascent technology, with the first functional chips emergin     See More r (2025), and broader commercial use potentially within the next decade.
This new computing paradigm is being actively developed by startups like Normal Computing and Extropic, who have already produced initial prototypes.


Current Status

+ First Chips are Here: Normal Computing announced the "tape-out" (design finalization and manufacturing start) of their first thermodynamic computing chip, CN101, in August 2025. Extropic has also produced a physical chip and is developing related algorithms.

+ Specialized Applications: These initial chips are not general-purpose CPUs like those in a laptop. They are Application-Specific Integrated Circuits (ASICs) designed to accelerate specific, energy-intensive AI workloads, particularly generative AI diffusion models and probabilistic computing tasks, by using noise and randomness instead of fighting it.

+ Significant Energy Efficiency Potential: The primary motivation for this technology is a dramatic reduction in energy consumption for AI data centers. Developers anticipate potential energy efficiency gains of 1,000-fold or more over current GPUs for targeted tasks.


Future Outlook

- Near-Term Roadmap (Next Few Years):

+ 2026: Normal Computing plans for a second-generation chip (CN201) targeting high-resolution diffusion models.

+ Late 2027/Early 2028: Normal Computing aims to scale to advanced video diffusion models with the CN301 chip.

- Long-Term Vision (Within the Decade):

+ Researchers are optimistic that small, low-dissipation circuits could become feasible in a couple of years, with full microprocessors potentially debuting within this decade.

+The long-term vision involves a future where different types of "physics-based ASICs," including conventional, quantum, and thermodynamic chips, will be used together, with each problem matched to the most optimal hardware.

In essence, while you won't find a thermodynamic chip in a consumer PC tomorrow, the technology has moved from theoretical to practical prototypes, and a specialized "Cambrian explosion" of these and other novel chips is expected within the next five years to address the energy demands of modern AI.    See Less

@Buildings1772  1 month ago

I guess you should expect AI focused channels to eventually become AI slop channels.     See Less

@mintysingularity  1 month ago

You should upgrade your market knowledge. We already have an american TSMC plant in Arizona and just weeks ago produced the first blackwell chips. There are others, too, including a new Sams     See More x.    See Less

@Draconatus24  1 month ago

Bro, there’s an example like every half minute, why is there so many analogies😭😭     See Less

@Fermion.  1 month ago

You're kind of conflating hardware and software as interchangeable when talking about "making chips." Nvidia is a software and design company...NOT a hardware manufacturing com     See More >
Nvidia designs > TSMC manufactures
OpenAI is trying to bypass Nvidia and go straight to TSMC themselves.    See Less

@sonOfLiberty100  1 month ago

Do your research properly! Nvidia doesn't make chips, they design chips     See Less

@AlfariuS-rl1et  1 month ago

i dont get why people are so mad in the comments     See Less

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24 Comments

@Geelungs  1 month ago

What is this? Only talking about "OpenAI might do this, might do that". Pure conjecture. Says a lot without saying anything, sadly     See Less

@HighMojo  1 month ago

OpenAI doesn't even have its own servers. It rents. Why would they want to have their own chips.
They would not just need their own chips, they would need to build their own server fa     See More ur entire premise is flawed with a hole a camel can walk straight through.    See Less

@timtim8011  1 month ago

A lot of speculation here...     See Less

@FredMBeshears  1 month ago

Question: how far away are Thermodynamic computer chips?

Gemini's Answer:

Thermodynamic computer chips are a nascent technology, with the first functional chips emergin     See More r (2025), and broader commercial use potentially within the next decade.
This new computing paradigm is being actively developed by startups like Normal Computing and Extropic, who have already produced initial prototypes.


Current Status

+ First Chips are Here: Normal Computing announced the "tape-out" (design finalization and manufacturing start) of their first thermodynamic computing chip, CN101, in August 2025. Extropic has also produced a physical chip and is developing related algorithms.

+ Specialized Applications: These initial chips are not general-purpose CPUs like those in a laptop. They are Application-Specific Integrated Circuits (ASICs) designed to accelerate specific, energy-intensive AI workloads, particularly generative AI diffusion models and probabilistic computing tasks, by using noise and randomness instead of fighting it.

+ Significant Energy Efficiency Potential: The primary motivation for this technology is a dramatic reduction in energy consumption for AI data centers. Developers anticipate potential energy efficiency gains of 1,000-fold or more over current GPUs for targeted tasks.


Future Outlook

- Near-Term Roadmap (Next Few Years):

+ 2026: Normal Computing plans for a second-generation chip (CN201) targeting high-resolution diffusion models.

+ Late 2027/Early 2028: Normal Computing aims to scale to advanced video diffusion models with the CN301 chip.

- Long-Term Vision (Within the Decade):

+ Researchers are optimistic that small, low-dissipation circuits could become feasible in a couple of years, with full microprocessors potentially debuting within this decade.

+The long-term vision involves a future where different types of "physics-based ASICs," including conventional, quantum, and thermodynamic chips, will be used together, with each problem matched to the most optimal hardware.

In essence, while you won't find a thermodynamic chip in a consumer PC tomorrow, the technology has moved from theoretical to practical prototypes, and a specialized "Cambrian explosion" of these and other novel chips is expected within the next five years to address the energy demands of modern AI.    See Less

@Buildings1772  1 month ago

I guess you should expect AI focused channels to eventually become AI slop channels.     See Less

@mintysingulari...  1 month ago

You should upgrade your market knowledge. We already have an american TSMC plant in Arizona and just weeks ago produced the first blackwell chips. There are others, too, including a new Sams     See More x.    See Less

@Draconatus24  1 month ago

Bro, there’s an example like every half minute, why is there so many analogies😭😭     See Less

@Fermion.  1 month ago

You're kind of conflating hardware and software as interchangeable when talking about "making chips." Nvidia is a software and design company...NOT a hardware manufacturing com     See More >
Nvidia designs > TSMC manufactures
OpenAI is trying to bypass Nvidia and go straight to TSMC themselves.    See Less

@sonOfLiberty10...  1 month ago

Do your research properly! Nvidia doesn't make chips, they design chips     See Less

@AlfariuS-rl1et  1 month ago

i dont get why people are so mad in the comments     See Less